iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Sold by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC cut its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,318 shares of the company’s stock after selling 445 shares during the quarter. Exencial Wealth Advisors LLC owned approximately 0.05% of iShares Core U.S. REIT ETF worth $1,336,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Kestra Investment Management LLC bought a new position in iShares Core U.S. REIT ETF during the 3rd quarter worth $33,794,000. Apollon Wealth Management LLC grew its position in shares of iShares Core U.S. REIT ETF by 708.0% during the fourth quarter. Apollon Wealth Management LLC now owns 121,427 shares of the company’s stock worth $6,959,000 after acquiring an additional 106,398 shares during the last quarter. Executive Wealth Management LLC bought a new position in shares of iShares Core U.S. REIT ETF during the third quarter worth about $5,773,000. Captrust Financial Advisors grew its position in shares of iShares Core U.S. REIT ETF by 1,030.0% during the third quarter. Captrust Financial Advisors now owns 98,895 shares of the company’s stock worth $6,089,000 after acquiring an additional 90,143 shares during the last quarter. Finally, US Bancorp DE grew its position in shares of iShares Core U.S. REIT ETF by 3.3% during the fourth quarter. US Bancorp DE now owns 2,775,610 shares of the company’s stock worth $159,070,000 after acquiring an additional 87,662 shares during the last quarter.

iShares Core U.S. REIT ETF Stock Performance

iShares Core U.S. REIT ETF stock opened at $60.15 on Thursday. The company has a 50-day simple moving average of $57.94 and a 200-day simple moving average of $59.63. The firm has a market capitalization of $2.91 billion, a P/E ratio of 33.02 and a beta of 1.09. iShares Core U.S. REIT ETF has a one year low of $49.12 and a one year high of $63.22.

iShares Core U.S. REIT ETF Profile

The iShares Core U.S. REIT ETF (USRT) is an exchange-traded fund that is based on the FTSE Nareit \u002F Equity REITs – INV index, a market-cap-weighted index of US-listed REITs USRT was launched on May 1, 2007 and is managed by BlackRock.